We are here to help.

1.11 Release Notes

Scorecard v1.11 - released on 5/29/15 - contains:

Mini Scorecard - A new Scorecard sidebar component that sits inside of Salesforce, serving as a daily visual tool that helps you and your team keep track of your performance across KPIs so you know what sales behaviors to focus on next. You can drill into your assigned metrics, toggle through your team's profiles and access the full version of Scorecard for more information.

​

Here’s how to enable the Mini Scorecard:

Log in to Salesforce

Go to Setup > Customize > Home > Home Page Layouts

Select Edit next to your preferred Layout

Check “Scorecard Mini” in the Select Narrow Components to Show section

Click Next and arrange the position of the sidebar

Click Save

Weekly Email Digest - A convenient mid-week sales performance digest sent directly to your inbox. Now you and your sales team can quickly review your metric progress via email so you can stay ahead of the curve or catch up by week’s end. As a manager, you can see who is leading andwho is lagging across metrics so you know who to congratulate and who might need help in order to finish the week strong.